ResponsibilitiesSupport the servicing and marketing of transportation accounts, including account setup, documentation, endorsements and day-to-day servicing activitiesProcess certificate requests, MVR requests, loss run request, IFTA requests and auto ID requestsAssist with direct billed endorsements and follow up with carriers and insureds regarding outstanding information or missing endorsementsCoordinate cancellation notices and communicate with clients regarding policy servicing mattersAssist with current account quoting activities, including adding vehicles, drivers and related policy changesSet up new accounts within agency management systems and prepare files for marketing reviewReview and qualify new business submissions prior to assignment to marketing staffMaintain accurate documentation and activities within the agency management system (Epic)Scan and organize incoming documents and correspondenceSend policy copies, insurance documents and related materials to clients as requestedOrder office and department supplies as neededBuild and maintain strong, professional relationships with clients, carriers and internal team membersRequirementsActive Property & Casualty Insurance License (required, or must obtain within 30 days of employment)E xcellent communication, customer service and relationship management abilitiesStrong attention to detail with the ability to manage competing priorities in a fast-paced environmentProactive problem-solving and organizational abilitiesAbility to work independently and collaboratively within a team environmentAbility to follow established workflows and procedures with a high degree of accuracyProficiency with Microsoft Office Suite (Word, Excel, Outlook)Preferred Education & ExperienceExperience with commercial lines insurance or transportation insurance is preferred, but not requiredFamiliarity with agency workflows and management systems (e.g., Applied Epic) is a plusUnderstanding of transportation accounts and related servicing activities is preferredBenefitsOakbridge Insurance Agency offers a friendly and flexible work environment and first-class benefits. Job DetailsLocation 918 S Pleasantsburg Drive,Greenville, SC, 29605,United StatesEmployee Type FT ExemptManage Others NoOverviewThe Marketing Client Service Manager (Marketing CSM) is responsible for supporting the marketing and servicing functions for Commercial Lines Transportation accounts.